portrait of Jeff Elgan

About Jeff

I started my career with Edward Jones in 2005. I entered this business with a desire to help individuals achieve their definition of financial success. I strive to make things simple and understandable, so clients feel informed and understood when making important decisions for their future.

My clients often come to me at times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing and implementation of complex, high net worth strategies which often require collaboration with other professionals such as CPAs and attorneys. We use an established process to help achieve our clients' financial goals,...

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies

Work History

  • Edward JonesNovember 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Nebraska at OmahaBachelor of Science

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